Perigon Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
9,792
+3,444
| +54% | +$140K | 0.01% | 741 |
|
|
2025
Q1 | $243K | Sell |
6,348
-890
| -12% | -$34.1K | 0.01% | 888 |
|
|
2024
Q4 | $311K | Sell |
7,238
-249
| -3% | -$10.7K | 0.01% | 801 |
|
|
2024
Q3 | $321K | Sell |
7,487
-799
| -10% | -$34.2K | 0.01% | 760 |
|
|
2024
Q2 | $326K | Sell |
8,286
-821
| -9% | -$32.3K | 0.01% | 664 |
|
|
2024
Q1 | $379K | Sell |
9,107
-1,059
| -10% | -$44K | 0.01% | 609 |
|
|
2023
Q4 | $397K | Buy |
10,166
+53
| +0.5% | +$2.07K | 0.01% | 566 |
|
|
2023
Q3 | $352K | Sell |
10,113
-104
| -1% | -$3.62K | 0.01% | 537 |
|
|
2023
Q2 | $378K | Buy |
+10,217
| New | +$378K | 0.01% | 532 |
|